Legacy Investment Solutions, LLC Purchases in Q4 2024

Legacy Investment Solutions, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ECC
Eagle Point Credit CO Inc.

Financial Services
844K
+ 20306.04%
$8.7 - $9.98 $7.34M - $8.42M
848K $7.53M
NEOV
Neo Volta Inc.

Industrials
43.1K
+ 1.24%
$2.61 - $5.8 $112K - $250K
3.53M $18.1M
MSTR
Microstrategy Inc

Technology
7.46K
New
$162.69 - $473.83 $1.21M - $3.54M
7.46K $2.16M
DVN
Devon Energy Corp

Energy
105K
+ 51.25%
$30.52 - $42.96 $3.2M - $4.5M
309K $10.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
23.8K
+ 21.6%
$50.35 - $50.69 $1.2M - $1.21M
134K $6.77M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
35K
+ 107.6%
$24.94 - $25.74 $872K - $900K
67.5K $1.72M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25.6K
+ 131.08%
$30.04 - $32.01 $769K - $820K
45.1K $1.42M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
26.6K
+ 156.23%
$29.73 - $30.81 $790K - $818K
43.6K $1.33M
RDVY
First Trust Rising Dividend Ac

ETFs
11.2K
+ 217.08%
$58.65 - $64.37 $655K - $719K
16.3K $964K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
23.6K
+ 98.82%
$22.06 - $22.58 $522K - $534K
47.6K $1.07M
NVDA
Nvidia Corp

Technology
3.18K
+ 168.79%
$117.0 - $148.88 $371K - $473K
5.06K $678K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.49K
+ 147.21%
$58.39 - $67.04 $204K - $234K
5.85K $371K
FTHI
First Trust Exchange Traded Fd

ETFs
7.95K
+ 86.03%
$22.89 - $24.02 $182K - $191K
17.2K $399K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.16K
+ 137.42%
$73.49 - $86.09 $159K - $186K
3.74K $287K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.32K
+ 10527.27%
$71.75 - $75.11 $166K - $174K
2.34K $168K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.44K
+ 127.45%
$119.34 - $127.78 $172K - $185K
2.58K $307K
BP
Bp PLC

Energy
4.96K
+ 49620.0%
$28.16 - $33.14 $140K - $164K
4.97K $146K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.93K
+ 73.42%
$50.06 - $55.0 $147K - $161K
6.92K $347K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
720
+ 58.3%
$47.29 - $84.74 $34K - $61K
1.96K $145K
ORCL
Oracle Corp

Technology
494
New
$165.41 - $192.43 $81.7K - $95.1K
494 $82K
AAPL
Apple Inc.

Technology
77
+ 2.31%
$221.69 - $259.02 $17.1K - $19.9K
3.41K $853K
AVGO
Broadcom Inc.

Technology
240
+ 92.31%
$159.67 - $250.0 $38.3K - $60K
500 $115K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
328
+ 321.57%
$172.07 - $207.36 $56.4K - $68K
430 $84K
TFLO
Ishares Treasury Floating Rate

ETFs
923
New
$50.37 - $50.63 $46.5K - $46.7K
923 $46K
VONV
Vanguard Russell 1000 Value Et

ETFs
575
New
$80.87 - $87.69 $46.5K - $50.4K
575 $46K
USFR
Wisdomtree Floating Rate Treas

ETFs
880
New
$50.23 - $50.46 $44.2K - $44.4K
880 $44K
GOOGL
Alphabet Inc.

Communication Services
118
+ 13.69%
$161.86 - $196.66 $19.1K - $23.2K
980 $185K
VONG
Vanguard Russell 1000 Growth E

ETFs
400
New
$95.27 - $107.82 $38.1K - $43.1K
400 $41K
PLTR
Palantir Technologies Inc.

Technology
241
+ 48.2%
$36.46 - $82.38 $8.79K - $19.9K
741 $56K
SOFI
So Fi Technologies, Inc.

Financial Services
1.74K
+ 116.27%
$7.63 - $16.88 $13.3K - $29.4K
3.24K $49K
BA
Boeing CO

Industrials
200
+ 5000.0%
$138.14 - $180.72 $27.6K - $36.1K
204 $36K
UBER
Uber Technologies, Inc

Technology
547
+ 3038.89%
$59.93 - $86.34 $32.8K - $47.2K
565 $34K
AMD
Advanced Micro Devices Inc

Technology
313
+ 215.86%
$118.88 - $172.8 $37.2K - $54.1K
458 $55K
IDEV
Ishares Core Msci Intl Develop

ETFs
491
New
$64.18 - $70.42 $31.5K - $34.6K
491 $31K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
198
+ 97.54%
$140.45 - $159.25 $27.8K - $31.5K
401 $59K
USFD
Us Foods Holding Corp.

Consumer Defensive
459
New
$60.65 - $72.33 $27.8K - $33.2K
459 $30K
IWF
Ishares Russell 1000 Gr ETF

ETFs
42
+ 9.93%
$370.24 - $418.94 $15.6K - $17.6K
465 $186K
IVV
Ishares Core S&P 500 ETF

ETFs
43
+ 26.38%
$570.51 - $610.59 $24.5K - $26.3K
206 $121K
ASML
Asml Holding Nv

Technology
49
+ 92.45%
$658.43 - $872.27 $32.3K - $42.7K
102 $70K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
52
+ 650.0%
$417.69 - $450.94 $21.7K - $23.4K
60 $25K
CAT
Caterpillar Inc

Industrials
59
New
$360.37 - $416.88 $21.3K - $24.6K
59 $21K
DGRO
Ishares Core Dividend Growth E

ETFs
354
New
$60.73 - $64.94 $21.5K - $23K
354 $21K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
415
New
$49.87 - $52.46 $20.7K - $21.8K
415 $20K
IEMG
Ishares Inc

ETFs
374
+ 467.5%
N/A
454 $24K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300
New
$66.77 - $71.52 $20K - $21.5K
300 $20K
VTWO
Vanguard Russell 2000 ETF

ETFs
224
+ 800.0%
$87.42 - $98.06 $19.6K - $22K
252 $22K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
462
+ 519.1%
$45.17 - $47.23 $20.9K - $21.8K
551 $24K
HCA
Hca Healthcare, Inc.

Healthcare
95
+ 98.96%
$297.52 - $415.61 $28.3K - $39.5K
191 $57K
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 8.2%
$481.22 - $538.17 $9.62K - $10.8K
264 $134K
Activity Summary
Buys All Purchases 300 New Holdings 122 Increased Positions 178 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 5 Puts 1
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